Professional Story:

Summit  Pointe Team - RITE Philosophy:

• Responsive - Returns calls / emails during the same business day.
• Integrity - Treats people like family members.
• Teamwork - Bring you the best solutions through collaboration.
• Excellence - Always seeks to improve knowledge, perspective and offerings.

Many people go through their lives making financial planning decisions that are relatively uncoordinated. This results in frustration and inability to visualize their overall financial plan. We work with, for and on the behalf of our clients in collaboration with other financial professionals like attorneys and CPAs. Our clients are best served by an efficient team of professionals working together.

I draw upon 20 years of financial planning experience, plus, my prior medical, military and aviation experiences to help you simplify your processes and truly see your finances from an altitude of 30,000 feet. Then, help you make the changes to get on course for the goals that YOU want to accomplish.

Qualifications:

• AWMA® designation, Accredited Wealth Management Advisor
• CFP® designation, Certified Financial Planner
• ChFC® designation, American College
• FINRA Series 7 Registration
• FINRA Series 65 Registration
• Investment Advisor Representative - MML Investors Services, LLC
• Registered Representative - MML Investors Services, LLC
• MDRT, Court of the Table
• Member: Financial Planning Association
• Member: Harrisburg Estate Planning Council
• Member: National Assoc. of Insurance & Financial Advisors

Specialties:

• Financial Planning
• Retirement Planning
• Estate Planning Strategies
• Wealth Management Strategies
• Retirement Plan Design and Implementation
• Investment Strategies
• Long Term Care Insurance
• College planning & funding

Personal:

• Former Air Force ANG Pilot and Officer
• 20+ Years Experience: Financial Planner
• BS in Biology - Elizabethtown College
• Married (Kelly)
• 2 Children (Hannah, Caroline)
• Hobbies: Golf, cooking, wine tasting
• Supported Charities: Purple Feet, Hospice of Central PA, Rothrock Foundation